Screens
What each screen shows and does. 131 articles.
Account and dashboard
- Choose a new passwordThe page the password reset email opens: choose a new password, which signs you out everywhere so you can sign in again with it.
- Connect an app (<app> wants to connect to NirmaanOne)The consent page an AI assistant sends you to when it asks to work in NirmaanOne on your behalf: see what it will be able to do, then allow or deny it.
- DashboardThe page you land on after signing in: shortcuts to common jobs, a queue of what is waiting on you, the headline figures and one card each for projects, sales, stock, receivables, construction and the RERA accounts.
- Forgot your password?Ask for a password reset link by email when you can't remember your password.
- Join <organization> (Accept invitation)The page the invitation email opens: choose your password and join the organization that invited you, with the role the administrator gave you.
- My ProfileYour own account: see your email, organization and roles, change your name and phone, change your password, turn two-factor authentication on or off, and sign out everywhere.
- NotificationsYour in-app inbox: every message the workflow rules sent you, newest first, with links to the records they are about and a way to mark them read.
- Sign inSign in to NirmaanOne with your email and password, and with a 6-digit code or a backup code when your account has two-factor authentication.
- TasksFollow-ups for you and your team: add tasks by hand or let workflow rules raise them, link each to the record it is about, assign it, and mark it done.
- Verify emailThe page the verification link in your email opens: it confirms your email address, or lets you ask for a new link when the old one has expired.
App-wide
- Ask NirmaanOne (help assistant)A chat panel on the right of every page that answers questions from the help articles, walks a how-to one step at a time with buttons that open the right screen, and checks live records such as a project's readiness as you.
- Greyed-out buttonsWhy a button is grey and can't be clicked, where to read the reason, and why some buttons are missing altogether.
- History panelSee who changed a record, what they changed and when, including the record's lines, newest first, and jump to the full audit log.
- Importing and exporting Excel sheetsDownload a project's units, parking slots, construction stages or unit pricing as an Excel sheet, fill in the template, check it row by row and import it in one go.
- Renaming screen labelsChange the wording of field names, tabs, column titles and sidebar items to your organization's own terms, on one screen or everywhere, and reset them to the built-in text.
- Sidebar, top bar and notifications bellThe frame around every page once you are signed in: the sidebar with its groups, the top bar with the notifications bell, the light and dark switch and your account menu, and the banners that ask you to act.
- Two-factor sign-inTurn on two-factor authentication with an authenticator app, sign in with a 6-digit code or a backup code, manage your backup codes, and what happens when your organization requires it.
Settings
- AI connectorsConnect Claude, ChatGPT or another AI assistant to NirmaanOne so it can act as you, see what your connections have done, and disconnect them; administrators see and revoke everyone's.
- Audit logThe organization-wide change log: every create, change and delete, every sign-in (including refused ones), sign-out and downloaded file, with who did it, when, from where and what changed.
- Edit roleChange a role's name, description, active flag and permissions, see who holds it, and open its History.
- LookupsThe dropdown lists every form draws on: contact types, lead sources, activity types, company types, bank account purposes, parking types, amenities, unit types and unit configurations.
- New roleName a new role, describe it and tick what it may do in each module, then create it so it can be given to users.
- OrganizationYour organization's profile and policies: name and invitation expiry, the two-factor requirement, the AI connectors switch, the help-assistant recording switch, the project defaults every project inherits (RERA gate, estimate validity, the two chargeable areas, carpet area offered, revenue method and trigger) and the effective-dated rules: the RERA escrow share that splits every sweep of a project's collection account, TDS on sales and booking cancellation.
- Roles & PermissionsThe list of your organization's roles: open one, create or clone a role, deactivate or reactivate it, and delete custom roles nobody holds.
- SettingsThe Settings area of the app: a row of tabs for your organization's profile and policies, products, users, roles, lookups, workflows, documents, AI connectors and the audit log.
- UsersThe people in your organization: invite new users, change their role, deactivate or reactivate them, reset a lost two-factor authentication, and resend or revoke pending invitations.
Projects
- AmenitiesList what the new project provides, either once for the whole project (clubhouse, pool) or on particular towers (refuge unit, society office).
- Budget CostThe project's (or a tower's) estimated total cost, effective-dated, that cost of sales shares across the saleable units and the cost method of over-time revenue recognition measures progress against.
- Construction StagesPlan the project's construction stages (plinth, slabs, possession…) with their shares and dates, record commencement and completion, and keep the certificates and photos for each stage.
- Edit projectChange a project's facts on one page: basics, site address, land survey details and expected possession, and, on a redevelopment, the development agreement date and the fair value of the development rights. The settings the project inherits from the organization live on its Settings tab.
- New projectCreate a project from its name, type, promoter entity and site address, then carry on in the setup wizard.
- ParkingSet up the project's parking areas (basement, podium, stilt) and their numbered parking slots, see who holds each parking slot, and allocate parking slots to society members.
- Project overviewA project's home page: its details, site, land, RERA registration, inventory summary, whether it is ready to sell and collect, where its money stands across its RERA accounts, and the setup checklist.
- Project setup wizardSet up a project step by step, from the land and RERA details and bank accounts to towers, society, members, offers, amenities, parking, stages and pricing; each step saves as you go.
- ProjectsThe list of every project in your organization, with search, type filters and shortcuts to open, set up or edit a project.
- Society & TenantsOn a redevelopment project, link the society being redeveloped, keep its members and the project's landowners and PAP tenants, and give each of them an offer that allots new units and sets the benefits the developer pays.
- StructureBuild and maintain a project's towers (wings), floors and units, generate them in bulk, and see every unit's status and designation at a glance.
- Tenant BenefitsKeep ready-made benefit plans (corpus, transit rent, shifting…) that a rehab officer applies to an allottee's offer in one go.
- Unit PricingKeep the project's pricing plans, one per unit type: the sale charges by charge group with GST per line, how each charge group is collected, and a preview of the price and payment schedule on a real unit.
Societies and allottees
- AllotteeOne society member, landowner or PAP tenant on a page: who they are, what they hold today, their co-owners, their offers on each project, the letters and files filed for them, their bank accounts and parking.
- SocietiesThe list of existing housing societies your organization works with, where you add, edit and delete societies and open one to manage its members.
- SocietyOne housing society's details and its member roll: add members one by one or from an Excel sheet, record their existing flat, consent and co-owners, and export the roll.
CRM
- ActivitiesThe opportunity's timeline: calls, site visits and meetings logged by the team, alongside the locked entries the system writes for stage changes, estimates and bookings.
- Applicants & parkingWho owns the booked unit (the primary applicant and the co-applicants with their ownership shares) and which parking slots came with the booking.
- Book <unit> for <name> (booking wizard)The three-step wizard that turns an approved estimate into a booking: review exactly what was approved, add co-applicants and their shares, set the booking date and book the unit.
- Booking documentsThe letters and agreements generated for one booking, such as the allotment letter, together with the receipts of its payments and the letters of its demands, with the button to generate another from a published template and the icons to preview, download, email, void or delete each one.
- Booking overviewA booking's home page: the applicant and unit, parking, dates, money summary, termsheet status and possession, with the buttons to edit the booking, see its history, jump to the opportunity or cancel it.
- BookingsThe list of every booking in your organization, with project, status and date filters and a search by booking number, applicant name or phone, to find a booking and open it.
- Campaign (editor: <campaign name>)Finish and send one email campaign: build the recipient list from the audience, preview the merged email, send a test, send now or schedule, cancel, and read the per-recipient log afterwards.
- CampaignsThe list of every email campaign with its status and recipient counts, the way into the campaign editor, and the link to the unsubscribe list.
- Cancel bookingThe four-step wizard that cancels a booking: it shows the demands and receipts that will be reversed, suggests the forfeiture and charges from the rule in force, sets the refund and posts everything in one go, releasing the unit and parking and marking the opportunity lost.
- Demands & moneyThe booking's demands, receipts and payouts, and channel-partner commission in one place, with shortcuts to raise a demand, record a receipt and accrue commission.
- Edit estimate (estimate wizard)Continue an estimate in three steps: edit the draft pricing, draft or re-version the payment plan (lumpsum, installments, custom dates or construction-linked), then review and finalize, which locks price and plan and requests approval.
- Edit opportunityChange an opportunity's lead source, owner, channel partner or requirements; the project and the buyer stay fixed, and only the fields you touch are saved.
- EstimateOne estimate version: its charges by group, payment plan, approvals, unit and parking hold and validity, with the lifecycle actions to send, finalize, request approval, approve or reject, extend, cancel, version and book.
- EstimatesEvery priced offer across projects, with an approvals inbox where approvers accept or reject estimates awaiting a decision and an all-estimates view with status and version filters.
- Estimates (opportunity tab)Every priced version of one opportunity, newest first, with its status, unit, pricing plan, total and validity, and shortcuts to open a version, continue the draft or start a new one.
- New campaignCreate an email campaign: name it, choose the email template, tag a project, set the reply-to address and define who receives the mail, with a live count of the audience.
- New estimatePrice a unit for a buyer: pick the unit and optional parking slots, load a unit pricing plan or add charges by hand, override rates with a reason, set the validity, and save the draft before moving on to the payment plan.
- New opportunityStart a lead: the project, the buyer (a new person or an existing contact), where the enquiry came from, who works it, any channel partner to credit, and what the buyer is looking for.
- OpportunitiesThe sales pipeline as a list or a stage board: every buyer enquiry with its stage, owner and current estimate, with filters, search and shortcuts to open, edit, delete or reopen one.
- Opportunity (Overview tab)One buyer's enquiry on one project: who they are, what they want, the current estimate, the latest activity, documents and tasks, with the pipeline actions (estimate, assign, book, mark lost, reopen) in the header.
- Stage historyEvery move of an opportunity through the pipeline, newest at the top: the stage it left, the stage it entered, when, and the note that explains why.
- Termsheet & scheduleThe buyer's termsheet: the agreed charges and the installment schedule with GST, the TDS the buyer deducts and what is payable to the developer, plus the actions to issue, accept, sign, reopen or regenerate it and to re-date an installment.
- UnsubscribesThe organization's opt-out list: contacts who will not receive campaign email, added by the link in every campaign mail or by hand, with the reason and when.
Masters
- Bank accountsOne register of every bank account you pay from or into: the promoter's collection, RERA separate, operative, GST and operating accounts, and the payout accounts of channel partners, vendors, buyers and society members, with joint holders and verification.
- Charge ComponentsThe organization's catalogue of money lines (unit price, floor rise, PLC, legal charges, tenant benefits, commissions) and the charge groups that section a buyer's cost sheet, each with its GST rate.
- CompaniesThe master list of legal entities you deal with: promoter entities, channel partners, vendors and contractors, with search, filters and shortcuts to open, edit or delete a company.
- Company (<company name>)One company's registrations, contact details, type-specific details, the people you deal with there and its bank accounts, with shortcuts to edit, delete or read the record's history.
- ContactsThe master list of every person your organization deals with, with a panel to add, edit, deactivate or delete a contact and see who changed the record.
- Edit <company name>Change any detail of a company; only the fields you touch are saved, and a change of company type swaps the type-specific section and clears the old type's fields.
- New companyRegister a company: its name and type, legal identity, statutory registrations, contact details and the type-specific fields for promoters, channel partners, vendors and contractors.
Accounting
- AgeingWhat each party owes you (receivables) or you owe each party (payables), split by how overdue the open bills are, with CSV export.
- Balance sheetAssets against liabilities and equity as of a date, with the year's profit to date carried into equity and a check that the two sides agree.
- BooksThe list of every set of books in your organization, one per promoter company, with the actions to set up books for a company, open a set or delete one.
- Books overviewThe home page of one set of books: its company and settings, counts, fiscal years, and shortcuts to the chart of accounts, vouchers, reports and opening balances, with the actions to rename, deactivate or delete the books.
- Chart of accounts: GroupsThe reporting groups of the chosen set of books as a tree under the five classes (asset, liability, equity, income, expense); add your own groups and delete empty ones.
- CommissionOne channel-partner commission: the partner, the brokerage with GST and TDS, the payouts against it, and the actions to edit, approve, cancel or delete it.
- CommissionsEvery channel-partner commission accrued on bookings, with filters for status, payable state, project and books, and a shortcut to open each one.
- Component mappingsWhich ledger each charge component posts to in the chosen set of books (a main ledger, an optional second tax ledger, an optional cost centre and, for sale and tenant charges, the revenue treatment and contract liability ledger), and the action to copy template additions into the books.
- ConsolidatedOne trial-balance-style view across every active set of books in your organization, matched by the organization's template ledgers or groups, with an optional project cut.
- Contract balancesThe Ind AS 115 contract-balances disclosure per project over a period: contract liability, contract asset and contract acquisition costs rolled forward from the ledger, with the revenue recognised in the period and how much of it came out of the opening liability.
- Cost centresThe cost-centre tree of a set of books, usually one per project with a child per tower, so the ledger and the reports can be cut by project; mirror the projects in one click or add cost centres by hand.
- Day bookEvery posted voucher line in a date range as a paged grid you can sort, resize and filter by column, with totals for what the filters match and CSV export.
- DemandOne demand: the installments it bills, its amounts with GST, the expected TDS and what is payable in money, the receipts and TDS credits against it and how the money is placed on the charges, with the actions to edit, issue, cancel or delete it.
- Demand runOne demand run: its dates and totals, the demands it drafted, the subjects it skipped and the demands that failed to issue, with the actions to issue or cancel the run.
- Demand runsEvery demand run of the chosen books, the dialog that previews and drafts a run billing everything due on a project, and the scheduled rules that create runs automatically.
- DemandsEvery demand raised in the chosen books, on bookings and on society members' offers, with filters for status, subject, project and dates, and the way into demand runs.
- Edit paymentChange the date, mode, amount, bank details and, on a payout, the allocations of a payment that hasn't cleared yet, and optionally clear it in the same step; a receipt settles the open demands again by itself when saved.
- Edit voucher draftChange a draft voucher's details, lines and bill allocations before it is posted, then save it or post it.
- Fiscal yearsThe fiscal years of a set of books with their 12 monthly periods: lock or unlock a month, open the next year, and close or reopen a year at year end.
- Ledger reportThe ledger of one account between two dates: opening balance, every posting with a running balance, and closing balance, with CSV export.
- LedgersEvery ledger of the chosen set of books, as a grouped tree or a flat list, with the actions to add ledgers and party ledgers, edit or retire them, and open a ledger's report.
- New voucherEnter a manual voucher (receipt, payment, journal, contra, sales, purchase, credit note or debit note) with its lines and bill allocations, and save it as a draft or post it straight away.
- Opening balancesThe balances brought forward into a fiscal year, one amount and side per ledger, typed in one table and saved as a whole, with running debit and credit totals.
- Organization templates (Chart templates)Your organization's master chart of accounts, from which every new set of books is copied: group templates, ledger templates and the default ledger per charge component.
- Outstanding billsThe bills on bill-wise ledgers of the chosen books: what each bill was for, how much has been settled, what is still outstanding and how overdue it is.
- PaymentOne receipt or payout: its details, amounts and allocations, and the actions to clear it, bounce it, cancel it, edit it or delete it.
- PaymentsEvery receipt and payout of the chosen books, with filters and search, and the buttons to record a receipt, record a payout or open the payout runs, the RERA sweeps, the TDS credits and the escrow withdrawals.
- Payout runOne payout run: its payouts, skipped payees and failures, and the steps to approve it, export the bank file, clear it with the bank's UTRs or cancel it.
- Payout runsEvery payout run of the chosen books, the dialog that drafts a new run of member benefits, commissions or refunds, and the scheduled rules that draft runs automatically.
- Period balancesThe stored month-by-month opening, movement and closing of one ledger, used as a cross-check, with the action to rebuild it for the whole set of books.
- Profit & lossIncome against expense for a range inside one fiscal year, with gross profit, net profit or loss, and CSV export.
- Project performanceRevenue, cost of sales and margin per project for a period and to date, the booked price and how much of it is recognised, the cost budget against cost incurred and cost to complete, progress by stages and by cost, revenue by month, and the flags the CA needs to act on.
- Record receipt / Record payoutRecord money received from a buyer or society member, or paid to a channel partner or society member: who, how and how much. A receipt settles the payer's open demands by itself, oldest due first; a payout is allocated to commissions or benefit rows by hand. A buyer's consideration and GST are two separate receipts; the TDS they deducted is a TDS credit.
- Remaining obligationThe Ind AS 115 disclosure of revenue still to come from what is already booked: each live booking and member offer's price less what the posted revenue runs have recognised, per project, banded by the financial year of the project's expected possession.
- RERA accountsThe RERA accounts statement for one set of books, or one project: what reached the collection account, what was swept to the separate and operative accounts and at what share, what was withdrawn from the separate account, and the movement on the four accounts' ledgers.
- RERA sweepsEvery RERA sweep of the organization, one per receipt the moment it clears into a project's collection account (mirroring the bank's sweep of that account into the RERA separate and operative accounts) or one per clearing date from the Sweep now dialog that previews and posts sweeps by hand.
- Revenue policyThe CA's effective-dated choices on how the books recognise sale revenue and the costs that go with it: framework, method, possession trigger, OC rule, cost treatments and judgement areas.
- Revenue runOne period close: what each booking and member offer recognises, the journals and cost moves it posts, the subjects it left out, and the actions to recompute, post, reverse or delete it.
- Revenue runsThe revenue runs (period closes) of the chosen books, the dialog that prepares a new draft run, and the scheduled rules that draft runs automatically.
- Trial balanceOpening, period debit and credit and closing per ledger or per group for a fiscal-year range, on a grid you can sort, resize and filter by column, with the report's totals in the footer and CSV export.
- VoucherOne voucher with its lines and bill allocations, its reversal links, its history, and the actions to post, reverse, cancel or delete it.
- Voucher typesThe voucher numbering series of a set of books, one per kind of voucher: add a series, or change its prefix, suffix, digits and whether it restarts each fiscal year.
- VouchersEvery voucher in the chosen set of books (drafts, posted, reversed and cancelled), with filters and the menu to start a new voucher.
Documents
- Document templateThe template designer: write a template's wording with merge fields, set its letterhead, title and page layout, preview it against a real record, and publish, retire or restore its versions.
- Document templatesThe list of your organization's document templates (demand letters, offer letters, termsheets, agreements, allotment letters, receipts, cost sheets), with filters and the actions to create, duplicate, open or delete one.
- DocumentsThe Documents area of Settings, where you manage document templates and letterheads and see every document generated or uploaded in your organization.
- Generated documentsThe organization-wide log of every document generated from a template or uploaded against a record, where you preview, download, email, void or delete them.
- LetterheadsSet up the branding wrapped around generated documents: logo, header and footer, page size, orientation, margins and page numbers, for the whole organization or for one project.
Workflows
- Event typesThe named events a rule can listen to: the system events NirmaanOne raises itself and the custom events you add to chain rules or to raise from your own integrations.
- HealthWhether the automation engine can process what the rules produce: the engine flag, its message queue, its worker, the outbox and run counts, and the scheduler's heartbeat.
- Message templateOne message template's page: change its wording, attachments and settings, and preview it filled in for a real record.
- Message templatesThe list of your organization's message templates: the wording that Send email actions and campaigns use, with filters and the actions to create, open or delete one.
- New message templateWrite a message template on its own page: code, name, channel, record type, subject, the designed email body and its plain-text version, attachments, and the merge-field reference.
- New ruleBuild an automation rule on a full page: which records it watches, what starts it, which records qualify, and the ordered actions it carries out.
- OutboxThe events recorded when records change, on their way to the rules that listen to them, with the runs each event produced and the panel from which a failed event is requeued.
- RuleOne automation rule's page: read or change its basics, trigger, conditions and actions, test it against a record, clone or delete it, and switch a system rule on or off.
- RulesEvery automation rule in your organization, system and custom, with filters, the switch that turns each rule on or off, and shortcuts to edit, test, clone, see the run history of or delete a rule.
- RunsEvery time a rule ran: what started it, which record it worked on, how each action went, and the panel from which an errored run is retried.
- WorkflowsThe Workflows area of Settings, where you manage automation rules, event types and message templates, and check the runs, the outbox and the engine's health.